Rockefeller Capital Management
EFSC icon

Rockefeller Capital Management’s Enterprise Financial Services Corp EFSC Stock Holding History

Rockefeller Capital Management’s Portfolio EFSC Stock Details EFSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$80.2K Buy
1,217
+492
+68% +$29.6K ﹤0.01% 3105
2026
Q1 		$39.2K Buy
725
+351
+94% +$19.8K ﹤0.01% 3403
2025
Q4 		$20.2K Buy
374
+310
+484% +$17K ﹤0.01% 3518
2025
Q3 		$3.76K Buy
+64
New +$3.72K ﹤0.01% 3956
2023
Q1 		– Sell
-74
Closed -$3K – 2510
2022
Q4 		$3K Sell
74
-26
-26% -$1.29K ﹤0.01% 3452
2022
Q3 		$4K Sell
100
-17
-15% -$773 ﹤0.01% 3389
2022
Q2 		$4K Buy
117
+62
+113% +$2.76K ﹤0.01% 3533
2022
Q1 		$2K Sell
55
-88
-62% -$4.32K ﹤0.01% 3589
2021
Q4 		$6K Buy
143
+103
+258% +$4.92K ﹤0.01% 3192
2021
Q3 		$1K Buy
+40
New +$1.79K ﹤0.01% 3557
2021
Q2 		– Sell
-108
Closed -$5K – 3472
2021
Q1 		$5K Buy
+108
New +$4.55K ﹤0.01% 2889

Other funds holding EFSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Rockefeller Capital Management's EFSC Position: Q2 2026 in Review

Rockefeller Capital Management increased its Enterprise Financial Services Corp (EFSC) stake by 68% in Q2 2026, buying an estimated $29.6K and bringing the position to 1,217 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3105.

Rockefeller Capital Management first reported a position in EFSC in Q1 2021 and has held it in 11 quarters since. 266 funds tracked by Wall St. Rank hold EFSC as of Q2 2026.

  • Rockefeller Capital Management held 1,217 shares of Enterprise Financial Services Corp worth $80.2K as of Q2 2026.
  • Rockefeller Capital Management bought 492 Enterprise Financial Services Corp shares in Q2 2026, an estimated $29.6K.
  • Enterprise Financial Services Corp made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3105 holding.
  • Rockefeller Capital Management first reported a position in Enterprise Financial Services Corp in Q1 2021 and has held it in 11 quarters since.
  • 266 funds tracked by Wall St. Rank held Enterprise Financial Services Corp as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.